Cetera Advisor Networks LLC
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About this Advisor
Gregory Koehler is a certified financial planner who is based out of Kansas City, Missouri. Currently an investment advisor with Cetera Advisor Networks LLC, they have accumulated 14 years of experience in the financial advisory industry. Koehler maintains a Series 66 license, which certifies them as both a securities agent and an investment advisor representative. Koehler can work with investors based out of Kansas and Missouri. During their career, Koehler has held roles at Raymond James Financisl Services, Insurance, Raymond James Financial Services Advisors, Inc, Koehler Wealth Group, Inc, Financial Network and Cetera Advisor Networks LLC. Cetera Advisor Networks LLC is headquartered in Kansas City, Missouri, and operates out of 850 locations in the nation. As a company, Cetera Advisor Networks LLC oversees $21 billion in assets dispersed across 75,665 accounts and employs more than 1,890 people. The amount of assets the firm manages makes it one of the biggest firms in the nation. The firm manages 59,013 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 25% of the firm's clients are high-net-worth individuals, meaning they have more than $1 million in investable assets. Cetera Advisor Networks LLC provides financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. The firm's fees may include asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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Cetera Advisor Networks LLC Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Gregory Koehler Work History
Gregory has 14 years of experience.
Cetera Advisor Networks LLC
Koehler Wealth Group, Inc
Raymond James Financial Services Advisors, Inc
Raymond James Financisl Services
Gregory Koehler has disclosures.
Please visit their SEC profile for more details.